Fields in the Index to Reports window

Fields
Index to Reports window

Accounts tab
Click this tab to display a list of all Accounts reports in the MYOB AccountEdge system.

Banking tab
Click this tab to display a list of all Banking reports in the AccountEdge system.

Sales tab
Click this tab to display a list of all Sales reports in the AccountEdge system.

Time Billing tab
Click this tab to display a list of all Time Billing reports in the AccountEdge system.

Purchases tab
Click this tab to display a list of all Purchases reports in the AccountEdge system.

Payroll tab
Click this tab to display a list of all Payroll reports in the AccountEdge system.

Inventory tab
Click this tab to display a list of all Inventory reports in the AccountEdge system.

Card File tab
Click this tab to display a list of all Card File reports in the AccountEdge system.

Custom tab
Click this tab to display a list of all customized reports in the AccountEdge system.

Name column
This column displays the names of all reports in the AccountEdge system that are relevant to the selected tab. Report category headers are displayed in bold and the report names are organized alphabetically in the list beneath each header.

When you double-click a report name, the Report Customization window for that report appears. (You can also open the Report Customization window by highlighting a report name and clicking the Customize button.) In the Report Customization window, you can establish criteria to determine the information that appears on the report.

Report Description
A description of the highlighted report appears in the area to the right of the Name column.

View Sample button
Click this button to view a sample and a brief description of the highlighted report.

Customize button
Click this button to open the Report Customization window for the report that's highlighted in the scrolling list of the Index to Reports window. (You can also open the Report Customization window by double-clicking a report name in the scrolling list.) In the Report Customization window, you can establish criteria to determine the information that appears on the report.

Print button
Click this button to print the report that's highlighted in the scrolling list in the middle of the Index to Reports window. The print dialog box for your printer will appear.

Be sure you've made the selections you want for the report in the Report Customization window before you attempt to print a report. To open the Report Customization window, highlight the report you want to print and click the Customize button.

Send To button
Click this button if you wish to create a report file for the selected report. You can send this file to a disk or you can email or fax it.

For more information see Saving reports as files on a disk, Saving a form or report as a PDF file to attach to an email and Emailing a form or report.

The Excel selection is part of the MYOB OfficeLink feature. In order to use OfficeLink, you must also be using Microsoft Excel 98 or Excel 2001. When you installed AccountEdge, all the components you need to use OfficeLink were installed automatically; no additional steps are required. For more information about sending reports to Excel, see the OfficeLink.

Be sure you've made the selections you want for the report in the Report Customization window before you attempt to create a report file. To open the Report Customization window, highlight the report you want to print and click the Customize button.

Display button
Click this button to display the report that's highlighted in the scrolling list of the Index to Reports window on your computer screen. (This process is often known as printing to screen or sending a report to the screen.) The Report Display window will appear, showing the report information. If you wish, you can print the report on your printer using the Screen Reports window.

Close button
Click this button to leave this window.